Turbine Capital Private Podcast

Tait Duryea
  • 5.0 (1)
  • Investing

Welcome to the exclusive private podcast for Investor Club members.Enjoy episodes of our monthly Hangar Talks, masterclasses, webinars, and Q&A sessions, all in a convenient format for you to listen on the go.Join Tait Duryea and the Turbine Capital team for valuable conversation, insight into investment opportunities, and explore options to expand your investment portfolio.

  1. 20h ago ·  Video

    Waypoint Energy September 2026 Webinar

    See how the Waypoint Energy 2026 Fund is taking shape. In this September investment webinar, the Waypoint Energy and Turbine Capital teams share the fund’s progress since launching in April, including acquisitions, portfolio development, and anticipated production timelines. Meet the specialists behind the fund’s engineering, deal sourcing, asset accounting, and tax reporting, and get a firsthand look at how investments are evaluated and negotiated. The discussion explores global energy demand, the U.S. shale revolution, and how LNG exports and AI-driven electricity demand are shaping the outlook for natural gas. The team also walks through projected investor cash flow, potential tax benefits for high-income professionals, GP versus LP participation, and common questions about state filings, liability, and exit strategy. For more information and to invest, please visit https://www.turbinecap.com/waypointenergy They discuss: (0:00:00) Waypoint Energy September 2026 update (0:13:45) Global energy demand and market outlook (0:32:19) Natural gas, LNG, and AI demand (0:37:16) Portfolio acquisitions and basin diversification (0:39:13) How non-operated working interests work (0:41:22) Deal sourcing and technical diligence (0:45:26) Landman’s role and acquisition process (0:56:20) Production curves and cash flow timing (1:00:15) Investor financial model and tax benefits (1:06:06) GP versus LP participation (1:09:09) Operator insurance and liability protection (1:15:48) Composite returns and multistate tax filings (1:17:17) Asset sales and tax recapture (1:20:22) Investor questions and tax deduction limits (1:24:59) Commodity price risk and market cycles Links & Resources: Waypoint Energy Deal Room: https://www.turbinecap.com/waypointenergyTurbine Capital Events Calendar: https://www.turbinecap.com/calendarInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

  2. Sep 24 ·  Video

    StealthPoint Fund II Webinar

    Tait Duryea sits down with Graham Napier, Michael Shepherd, and Brian Hibbeln of StealthPoint to discuss StealthPoint Fund II, an early stage venture fund focused on technologies with both defense and commercial uses. The team shares updates from Fund I and explains how it selects companies, works alongside founders, and decides when to make larger follow-on investments. They also cover Fund II’s planned 16-company portfolio, quarterly capital calls, potential exit paths, and the risks of investing in young companies. For investors considering an allocation beyond real estate and energy, the conversation offers a closer look at the fund’s strategy, time horizon, and commitment structure. Michael Shepherd brings more than 20 years of experience financing and selling technology companies.  Graham Napier has led technology, manufacturing, and restructuring operations, including at Cisco and TradeBeam.  Brian Hibbeln spent more than 30 years in the Department of Defense and U.S. intelligence community, with experience managing government contracts and advising defense investments. They discuss: (00:00) Introducing Stealth Point Fund II (05:41) Fund I portfolio and company updates (10:51) How Stealth Point develops its investments (21:40) Fund II’s defense and commercial focus (28:18) Minimum commitment and quarterly capital calls (30:38) Potential tax treatment and holding periods (35:12) Fund fees and projected returns (42:52) Private sales versus public exits (54:15) Key risks and how the team assesses them (1:00:31) Political changes and the dual-use strategy Links & Resources:  Stealth Point Fund II deal room: https://www.turbinecap.com/stealthpoint2  Turbine Capital Events Calendar: https://www.turbinecap.com/calendar Investor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comIf you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

  3. Sep 22 ·  Video

    Mytikas Living Investor Update August 2026

    Tait Duryea sits down with Eli Bremer, Nathan Fisk, and Eric Bonick of Mytikas Industries to discuss the company’s progress since its initial investment round. They cover the transformation of its Colorado manufacturing facility, steel-framed housing production, national certification, and new revenue opportunities in workforce housing and commercial construction. The team also explains Mytikas’ financial position, limited debt, growing customer pipeline, upcoming equity round, investor protections, and the risks that remain as the company prepares to scale. They discuss:  (00:42) Meet the Mytikas leadership team  (02:35) How the Mytikas project began  (05:12) Initial investment and asset value  (08:23) Factory transformation and certification  (11:33) High-quality steel housing model  (13:14) New steel production revenue  (16:40) Financial position and equity round  (20:00) Upcoming projects and growth  (26:25) Remaining investment risks  (32:53) Investor downside protection Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comIf you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

  4. Sep 13 ·  Video

    September 2026 Hangar Talk

    Tait Duryea and the Turbine Capital team share key portfolio updates and preview several upcoming investment opportunities. The conversation covers Waypoint Energy’s expanding well portfolio, Mytikas Industries’ second funding round, Stealth Point Fund II, Heartwood Senior Living, and a new industrial growth fund. The team also answers investor questions about ownership transfers, delayed energy distributions, self-storage performance, fund timelines, and choosing tax-advantaged investments for retirement accounts.  They discuss:  (00:43) Passive Income Pilots conference  (02:34) 113 West funding deadline  (03:19) Waypoint Energy portfolio update  (05:02) Why the Permian stands out  (08:39) Midas second-round investment  (10:07) Stealth Point Fund II  (11:28) Heartwood and industrial opportunities  (14:07) Transferring investment ownership  (15:37) Ironhorse distribution progress  (23:46) Houston Storage performance update  Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comIf you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    September 2026 Hangar Talk

  5. Sep 12 ·  Video

    Mytikas Industries Webinar and Q&A

    Tait Duryea and the Turbine Capital team reconnect with Mytikas Industries 18 months after its initial funding round. Eric and Nathan explain how an abandoned Colorado gypsum plant became an operational steel manufacturing facility with multiple potential revenue streams. They also address scalability, downside protection, projected distributions, wildfire resistance, and possible long-term exit opportunities.  Eric Bonick is a co-founder and CFO of Mytikas Industries. A former U.S. military Reaper pilot, he later worked in nuclear weapons and space systems acquisitions. He also holds a master’s degree in real estate development and has several years of private real estate investing experience.  At Mytikas, Eric helps oversee finance, manufacturing operations, product development, and the company’s transition from factory rehabilitation to commercial production.  They discuss:  (00:00) Mytikas Industries round-two update  (04:21) Meet the Midas leadership team  (08:54) Real estate and water value  (12:00) Flagship housing product line  (19:17) Light-gauge steel revenue opportunities  (24:27) Quarter-billion-dollar project pipeline  (32:35) Housing built for extreme climates  (36:27) Leasing, rail, and transloading revenue  (42:52) Capital stack and new raise  (57:19) Investment risks and downside protection  If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

  6. Aug 20 ·  Video

    One Thirteen West Webinar

    Tait Duryea connects with Hunter Thompson and Tyler Lyons of Asym Capital to examine One Thirteen West Apartments, Turbine Capital’s first multifamily investment opportunity in a year.  They discuss acquiring 2023 construction at a substantial discount, improving underperforming operations, leveraging neighboring properties, and using conservative fixed-rate financing.  The conversation also covers Phoenix’s economic tailwinds, limited new supply, rent-versus-owning economics, projected returns, and why the team believes the current market presents an attractive entry point for multifamily investors. Hunter Thompson, founder of Asym Capital, and Tyler Lyons, the firm’s Chief Investment Officer, specialize in acquiring multifamily properties in the Phoenix market.  They discuss:  (00:00) Why Asym chose Phoenix  (06:50) Buying at a major discount  (09:37) Operational upside at 113 West  (14:40) Improving expenses and management  (19:33) Conservative fixed-rate financing strategy  (23:38) Why Phoenix keeps growing  (27:27) Multifamily supply begins normalizing  (30:54) Buying near a cyclical low  (38:41) Investor classes and target returns  (43:00) Return structure and downside sensitivity  Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarOne Thirteen West Deal Room: https://www.turbinecap.com/one-thirteen-west Investor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    One Thirteen West Webinar

  7. Aug 18 ·  Video

    ANNUAL SHAREHOLDER EVENT 2026

    Tait Duryea presents Turbine Capital’s 2026 shareholder update, covering firm growth, inflation, interest rates, stock market valuations, and the commercial real estate reset. He explains why current conditions are creating opportunities in multifamily and senior housing before Mark Fleming breaks down Waypoint Energy, oil and gas deal selection, cash flow, and tax benefits. The conversation also covers AI-driven energy demand, portfolio diversification, and passive 1031 exchange options through TIC and DST structures. Mark Fleming is Chief Investment Officer of Waypoint Energy, Turbine Capital’s in-house oil and gas platform. He brings 35 years of energy industry experience and holds bachelor’s and master’s degrees in petroleum engineering. His career includes roles with Chevron, Hess, and Truist Bank, along with experience in oil and gas lending. During the event, Mark shares how Waypoint evaluates drilling opportunities, manages diversification, and approaches energy investing for passive investors.  They discuss: (00:00) 2026 shareholder update begins (10:33) Investor growth and distributions (15:01) Inflation and money supply (20:08) Stock market valuation concerns (21:58) Commercial real estate reset (31:30) Debt deficits and interest rates (39:32) Residential housing rate lock (44:57) Senior housing opportunity (53:47) Waypoint Energy investment strategy (01:07:18) Passive 1031 exchange options Links & Resources: ANNUAL SHAREHOLDER EVENT 2026 Presentation: https://drive.google.com/file/d/1-k696ZZWiPZmlH-UrRgIwXpWZPu1b2ZY/view?usp=sharingOil & Gas Tax Benefits Ebook:  https://turbinecap.com/ebookTurbine Capital Events Calendar: https://www.turbinecap.com/calendarInvestor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

    ANNUAL SHAREHOLDER EVENT 2026

  8. Aug 6

    One Thirteen West

    Tait Duryea is joined by Hunter Thompson and Tyler Lyons of Asym Capital to discuss One Thirteen West, a newly built Phoenix apartment property acquired at a substantial discount.  They explain how poor management reduced the property’s income, why owning the neighboring complex provides a strategic advantage, and how better screening, rebranding, expense controls, and in-unit laundry could create value.  Hunter Thompson and Tyler Lyons are the principals of Asym Capital, a Phoenix-focused real estate investment firm specializing in multifamily acquisitions.  Their market expertise, local relationships, and disciplined underwriting help them identify operationally distressed properties with strong fundamentals.  They discuss: (00:00) How the deal was found (04:01) Buying below its prior valuation (05:59) How NOI affects property value (07:43) Comparing the neighboring properties (09:43) Property management problems explained (11:56) Real estate is not passive (14:18) Understanding the multifamily correction (19:56) Fixed-rate financing reduces risk (24:36) Phoenix market recovery signals (29:34) The operational business plan  Links & Resources: Turbine Capital Events Calendar: https://www.turbinecap.com/calendarOne Thirteen West Deal Room: https://www.turbinecap.com/one-thirteen-west Investor questions, KYC, subscription documents, or accreditation support: investors@turbinecap.comTurbine Capital Private Podcast: Spotify: https://open.spotify.com/show/0IWgXJwFJY1Xiw13SfuCnZ?si=87be61dfe5fb415d Apple: https://podcasts.apple.com/us/podcast/turbine-capital-private-podcast/id1831346026 If you have any questions, please feel free to email investors@turbinecap.com. Learn more about Turbine Capital: Website: https://www.turbinecap.com Facebook: https://www.facebook.com/turbinecap Instagram: https://instagram.com/turbinecapital The information discussed in this episode is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing discussed in this episode constitutes an offer to sell or a solicitation of an offer to buy any securities. Any opinions expressed are those of the participants at the time of recording and are subject to change without notice. Investments discussed may not be suitable for all investors and involve risk, including the potential loss of principal. Past performance is not indicative of future results. Prospective investors should review all applicable offering documents and consult with their own financial, tax, and legal advisors before making any investment decision.

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About

Welcome to the exclusive private podcast for Investor Club members.Enjoy episodes of our monthly Hangar Talks, masterclasses, webinars, and Q&A sessions, all in a convenient format for you to listen on the go.Join Tait Duryea and the Turbine Capital team for valuable conversation, insight into investment opportunities, and explore options to expand your investment portfolio.

Information

  • Creator
    Tait Duryea
  • Years Active
    2025 - 2026
  • Episodes
    41
  • Rating
    Clean
  • Copyright
    © 2026 Turbine Capital Private Podcast
  • Show Website
    Turbine Capital Private Podcast

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